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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: thecalculator who wrote (20513)	9/10/2001 11:36:10 PM
From: thecalculator	Read Replies (3) \| Respond to of 60323

KEY FLASH MEMORY ARTICLE But the icing on this particularly tasty cake is that NROM data can be erased bit by bit instead of in multikilobyte blocks as with flash memory. "It will be so obvious that our technology is the way to go," Eitan said. I hope after reading the following article, your perspective on flash memory is changed forever. Remember Aus when I said Dr. Harari's investment in Tower was a 'hedge of his bets'? Tower has direct access and partial ownership (they own ~12% of Saifun) of the technology. What would motivate Infineon to put out a secondary in the trough of the semi-cycle to raise millions? Similarly, Macronix stated the funds they are trying to raise with their to-be-issued ADR's, in the trough nonetheless (at historically low valuations), was for a Fab investment to specifically run NROM. Why? Because NROM flash is at least 40% cheaper to manufacture. It is a "paradigm shift". thecalculator +++++++++++++++++++++ e-insite.net ...Eitan said that Infineon wants to produce 512Mbit flash. Eitan's confidence that NROM will become very big, very quickly, is based on two things. "We can do multilevel cells like everyone else—we're going to do four bits per cell shortly—and there are no materials science problems and no exotic processes. In a very new fab that has installed the technology, the processing was perfect the first time," he added. "Most of the process equipment will be identical to that used in DRAM fabs." Eitan said he believes NROM has the advantage over FRAM in that NROM stores two bits on one transistor whereas an FRAM cell needs a transistor and a capacitor to store one bit. He said he also believes NROM has distinct benefits compared to MRAM. "MRAM needs 10mA to program one bit and requires five layers of metal to create the memory." The attraction of NROM over MRAM for Infineon, which plans a 256Mbit MRAM for 2003, is its immediacy. "NROM is already working—we just have to transfer it into production," said Juergen Kuttruff, vice president and chief operating officer of Infineon's Security and Chip Card division, which expects to use the technology to produce a low-cost 64Mbyte MultiMediaCard